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Pacific Capital Resource Group Inc.
Oswego, OR | Full Time
$237k-295k (estimate)
2 Months Ago
Associate Vice President
$237k-295k (estimate)
Full Time 2 Months Ago
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Pacific Capital Resource Group Inc. is Hiring an Associate Vice President Near Oswego, OR

Company DescriptionAbout UsPacific Capital Resource Group, Inc. (PCRG) is one of the fastest growing financial services firms in the Northwest, currently directing the financial lives and managing assets for thousands of individuals and businesses in the Pacific Northwest. Our market is comprised of high income tax bracket individuals and business owners, where our expertise in tax planning and tax-sensitive investing provides added value. Pacific Capital’s culture is truly unique. We believe that each associate is a valuable contributor to the overall effectiveness of the firm. The sharing of concepts and ideas is paramount to the growth of each advisor’s practice, so we believe in cultivating an environment that promotes collaborative development. Our advisors are passionate about the work they are doing and want to inspire that passion into those around them. We are a hard-working, high performance, no-excuse team of professionals who want to take charge of our own careers. Job DescriptionDoes your vision of the future include leadership, coaching and mentoring emerging advisors? We are currently seeking a successful financial advisor or financial services management candidate for an Associate Vice President in our Lake Oswego office. As an AVP you will be an integral part of the firm’s growth by aiding in the recruitment, development, and mentoring of emerging advisors. On top of extremely competitive advisor compensation, an AVP can earn overrides and bonuses based on the performance of their team while utilizing a highly effective, firm supported turn-key business owner marketing system that can potentially increase their income.QualificationsIdeal CandidateHas produced or desires producing in a team/joint work environmentHas earned advanced industry designations – CLU, ChFC, CFP.Life/ Health, Series 7 and Series 66At least two years experienceProven track record of production, ideally at conference levelAdditional InformationRole and ResponsibilitiesAssist in on campus recruitment for emerging advisors and internsProvide leadership for our internship programSupply mentorship for emerging advisorsRun or assign joint work for emerging advisorsParticipate in advisor team meetingsConduct new advisor training as needed Please answer the following questions in your application, optional cover letter or email: How many years have you lived in the greater Portland, OR Metropolitan area?Are you authorized to work in the U.S. without requiring sponsorship? Do you have your Series 6, 7, 63, 65 or 66 securities licenses?Do you have your life and health insurance licenses?How long have you been in the industry?How many years have you lived in the greater Portland, OR Metropolitan area? Website: www.pcrg.comSecurities and Investment Advisory Services offered exclusively through Hornor, Townsend & Kent, Inc. (HTK) a Registered Investment Advisor, member FINRA/SIPC. HTK does not offer tax or legal advice. Pacific Capital Resource Group, Inc. is independent of Hornor, Townsend & Kent, Inc. and is a licensed insurance agency. Andy Ouellette is independent of HTK. Headquarters: 10900 NE 8th Street, Suite 1550, Bellevue, WA 98004 | 425-641-8788 1312072RM-Sep17

Job Summary

JOB TYPE

Full Time

SALARY

$237k-295k (estimate)

POST DATE

03/15/2024

EXPIRATION DATE

05/13/2024

WEBSITE

pcrg.com

HEADQUARTERS

Bellevue, WA

SIZE

100 - 200

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The following is the career advancement route for Associate Vice President positions, which can be used as a reference in future career path planning. As an Associate Vice President, it can be promoted into senior positions as a Top Business Development Executive that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Associate Vice President. You can explore the career advancement for an Associate Vice President below and select your interested title to get hiring information.

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